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Concurrent Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Concurrent Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.78M Buy
52,972
+10,595
+25% +$560K 0.03% 514
2025
Q4 		$2.24M Buy
42,377
+5,308
+14% +$281K 0.03% 532
2025
Q3 		$1.97M Buy
37,069
+9,592
+35% +$506K 0.03% 474
2025
Q2 		$1.45M Buy
27,477
+4,467
+19% +$233K 0.03% 508
2025
Q1 		$1.21M Buy
23,010
+1,543
+7% +$80.2K 0.03% 492
2024
Q4 		$1.11M Buy
21,467
+4,994
+30% +$260K 0.03% 461
2024
Q3 		$867K Buy
16,473
+5,185
+46% +$270K 0.03% 498
2024
Q2 		$578K Buy
11,288
+4,453
+65% +$227K 0.02% 555
2024
Q1 		$350K Sell
6,835
-913
-12% -$46.7K 0.01% 635
2023
Q4 		$397K Buy
+7,748
New +$389K 0.02% 553

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concurrent Investment Advisors's IGSB Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 25% in Q1 2026, buying an estimated $560K and bringing the position to 52,972 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #514.

Concurrent Investment Advisors first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Concurrent Investment Advisors held 52,972 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.78M as of Q1 2026.
  • Concurrent Investment Advisors bought 10,595 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $560K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #514 holding.
  • Concurrent Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.